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Social Security’s Trump Bump-Driven 2027 COLA Is on Track to Make History 3 Different Ways

Donald Trump’s policies are directly affecting consumer prices and lighting a fire beneath Social Security’s projected raise for the upcoming year.

2h ago The Motley Fool

Weekend Reading For Financial Planners (October 3–4)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the IRS issued guidance and a revenue ruling drawing boundaries around what it perceives to be legitimate uses of the increasingly popular 351 exchange strategy. While the strategy as a whole remains a viable way […]

19h ago

Michael Kitces

Social Security Survivor Benefits: 6 Key Things to Know

Here's what to expect if your spouse passes away.

21h ago The Motley Fool

Will Claiming Social Security at 62 Hurt You Financially? Maybe Not.

Filing for benefits as early as possible isn't always a mistake.

23h ago The Motley Fool

4 Major Social Security Announcements Coming on Oct. 14

Social Security is just a few weeks away from big changes.

1d ago The Motley Fool

Social Security’s 2027 COLA Estimate Is Likely to Have Jumped in September, Courtesy of a Trump Bump and the Stock Market’s No. 1 Catalyst

Independent estimates called for a 3.5% Social Security raise after the August inflation report, but the final figure should be higher.

1d ago The Motley Fool

We’re Less Than 2 Weeks Away From a Major Social Security Announcement

You won't want to miss the big reveal.

1d ago The Motley Fool

Can You Claim Social Security Spousal Benefits Before Your Full Retirement Age? Here’s the Trade-Off.

Claiming spousal benefits early comes at a price.

1d ago The Motley Fool

2027 COLA Countdown: Social Security Retirees Should Mark Their Calendars for Oct. 14

Retirees will soon find out how much their benefits will increase in 2027.

1d ago The Motley Fool

The Forever Paycheck (A Book Review)

By Fritz Gilbert, originally published at The Retirement Manifesto. For decades, the retirement savings advice has been consistent: Save more than you spend. Invest the difference wisely. Max out your 401(k). Reach your number. But then something strange happens. You retire. Suddenly, the behavior that helped you become financially secure doesn’t […]

1d ago

Fritz Gilbert

Be Careful Claiming Social Security at 70. The Math Won’t Always Work Out in Your Favor.

It's not always a financially sound choice.

1d ago The Motley Fool

Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200

Given that financial advice is usually, to say the least, not inexpensive, financial advisors often need to be prepared to explain their fee in the context of the value that is offered. This conversation includes how advisors charge for their advice and what they are charging for, especially as the fundamental value proposition of financial […]

2d ago

Michael Kitces

October Is a Huge Month for Social Security. Look Out for These 3 Big Announcements

Whether you're getting benefits or not, this news is pretty major.

2d ago The Motley Fool

Social Security’s Trump Bump-Driven 2027 COLA Is on Track to Make History 3 Different Ways

It’s Not Just Larger Checks That Matter: This Big 2027 Social Security Change Could Put More Money in Your Pocket

If You’ve Saved This Much for Retirement by Age 70, You’re Ahead of the Game

Planning a Large Roth IRA Conversion in 2026? This Could Be a Better Idea.

Are You Prepared for Medicare Open Enrollment? 3 Key Things to Do Today and 1 to Do Soon.

Weekend Reading For Financial Planners (October 3–4)

The 2027 Social Security COLA Is Supposed to Boost the Average Check by $73 Per Month. Here’s Why Many Beneficiaries Will Get Less.

Social Security Survivor Benefits: 6 Key Things to Know

Will Claiming Social Security at 62 Hurt You Financially? Maybe Not.

4 Major Social Security Announcements Coming on Oct. 14

Social Security’s 2027 COLA Estimate Is Likely to Have Jumped in September, Courtesy of a Trump Bump and the Stock Market’s No. 1 Catalyst

We’re Less Than 2 Weeks Away From a Major Social Security Announcement

Can You Claim Social Security Spousal Benefits Before Your Full Retirement Age? Here’s the Trade-Off.

2027 COLA Countdown: Social Security Retirees Should Mark Their Calendars for Oct. 14

The Forever Paycheck (A Book Review)

Be Careful Claiming Social Security at 70. The Math Won’t Always Work Out in Your Favor.

Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200

October Is a Huge Month for Social Security. Look Out for These 3 Big Announcements

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